The Analysis of Family Office Research LLC's Holdings
Currently, Family Office Research LLC holds 72 types of securities in its portfolio with a total value $228.6M. In the most recent quarter, they have increased their positions in TBIL (+108.9K shares, valued at $5.4M), TSLA (+3.7K shares, valued at $1.6M), CRWV (+8.6K shares, valued at $1.2M); decreased their positions in MAR (-3.4K shares, valued at $883.9K), JAAA (-11.3K shares, valued at $573.0K), MOAT (-3.1K shares, valued at $305.2K); initiated new positions in CRWV (+8.6K shares, valued at $1.2M), BRK.B (+2.2K shares, valued at $1.1M), METV (+1.3K shares, valued at $927.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MAR MARRIOTT INTL INC NEW179.9K shares-1.85%2025-09-302025-11-04
VOO VANGUARD INDEX FDS40.9K shares1.30%2025-09-302025-11-04 TBIL RBB FD INC344.8K shares46.15%2025-09-302025-11-04 SMLF ISHARES TR200.7K shares-0.43%2025-09-302025-11-04 MOAT VANECK ETF TRUST141.9K shares-2.12%2025-09-302025-11-04 DFAC DIMENSIONAL ETF TRUST330.2K shares0.65%2025-09-302025-11-04 QQQ INVESCO QQQ TR21.0K shares-0.19%2025-09-302025-11-04 AVUS AMERICAN CENTY ETF TR112.0K shares-0.92%2025-09-302025-11-04 DAL DELTA AIR LINES INC DEL109.0K shares-0.31%2025-09-302025-11-04 DFIC DIMENSIONAL ETF TRUST152.8K shares-0.70%2025-09-302025-11-04 AVDE AMERICAN CENTY ETF TR48.6K shares0.15%2025-09-302025-11-04 DFEM DIMENSIONAL ETF TRUST108.6K shares-0.62%2025-09-302025-11-04 IWV ISHARES TR9.1K shares-1.10%2025-09-302025-11-04 RTX RTX CORPORATION19.3K shares-0.28%2025-09-302025-11-04 AVEM AMERICAN CENTY ETF TR40.1K shares-0.41%2025-09-302025-11-04 AVSC AMERICAN CENTY ETF TR50.2K shares-3.18%2025-09-302025-11-04 SMOT VANECK ETF TRUST76.8K shares-1.14%2025-09-302025-11-04 IJR ISHARES TR20.7K shares2.41%2025-09-302025-11-04 AAPL APPLE INC8.8K shares-6.88%2025-09-302025-11-04 TSLA TESLA INC4.5K shares429.64%2025-09-302025-11-04 JAAA JANUS DETROIT STR TR33.1K shares-25.40%2025-09-302025-11-04 IVV ISHARES TR2.4K shares0.89%2025-09-302025-11-04 VGT VANGUARD WORLD FD1.9K shares0.16%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR2.1K shares0.05%2025-09-302025-11-04 VAC MARRIOTT VACATIONS WORLDWIDE19.0K shares0.00%2025-09-302025-11-04 SNSR GLOBAL X FDS31.9K shares-2.53%2025-09-302025-11-04 CRWV COREWEAVE INC8.6K sharesnew addition2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL2.2K sharesnew addition2025-09-302025-11-04 AMZN AMAZON COM INC4.6K shares-8.32%2025-09-302025-11-04 XT ISHARES TR13.6K shares-0.55%2025-09-302025-11-04 DBMF LITMAN GREGORY FDS TR34.1K shares5.03%2025-09-302025-11-04 METV LISTED FDS TR1.3K sharesnew addition2025-09-302025-11-04 IGM ISHARES TR6.4K shares0.00%2025-09-302025-11-04 MSFT MICROSOFT CORP1.5K shares-18.19%2025-09-302025-11-04 ICF ISHARES TR11.8K shares-15.70%2025-09-302025-11-04 VTI VANGUARD INDEX FDS2.1K shares0.24%2025-09-302025-11-04 IBIT ISHARES BITCOIN TRUST ETF10.7K shares93.72%2025-09-302025-11-04 MGC VANGUARD WORLD FD2.8K shares0.25%2025-09-302025-11-04 RWO SPDR INDEX SHS FDS13.6K shares0.44%2025-09-302025-11-04 DBEF DBX ETF TR13.0K shares0.00%2025-09-302025-11-04 HST HOST HOTELS & RESORTS INC34.2K shares-0.11%2025-09-302025-11-04 EFA ISHARES TR6.2K shares-1.29%2025-09-302025-11-04 GLD SPDR GOLD TR1.6K shares0.00%2025-09-302025-11-04 IVW ISHARES TR4.6K shares-1.47%2025-09-302025-11-04 PTNQ PACER FDS TR7.1K shares-9.43%2025-09-302025-11-04 JMST J P MORGAN EXCHANGE TRADED F10.8K shares0.71%2025-09-302025-11-04 VNLA JANUS DETROIT STR TR10.3K shares1.24%2025-09-302025-11-04 ARTY ISHARES TR10.4K shares0.00%2025-09-302025-11-04 TNA DIREXION SHS ETF TR10.0K sharesnew addition2025-09-302025-11-04 NVR NVR INC55 shares0.00%2025-09-302025-11-04 BOTZ GLOBAL X FDS12.2K shares0.13%2025-09-302025-11-04 ORCL ORACLE CORP1.5K sharesnew addition2025-09-302025-11-04 GOOG ALPHABET INC1.6K shares-11.41%2025-09-302025-11-04 ESPO VANECK ETF TRUST3.1K shares-5.61%2025-09-302025-11-04 SHLD GLOBAL X FDS5.2K shares0.06%2025-09-302025-11-04 IWF ISHARES TR753 shares0.13%2025-09-302025-11-04 IT GARTNER INC1.3K shares-0.30%2025-09-302025-11-04 NVDA NVIDIA CORPORATION1.9K shares-36.43%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW367 shares-5.17%2025-09-302025-11-04 GOOGL ALPHABET INC1.4K shares-15.77%2025-09-302025-11-04 IJH ISHARES TR5.0K shares0.14%2025-09-302025-11-04 IVE ISHARES TR1.6K shares0.06%2025-09-302025-11-04 IWB ISHARES TR773 shares0.13%2025-09-302025-11-04 QCOM QUALCOMM INC1.7K shares-2.69%2025-09-302025-11-04 DE DEERE & CO592 shares-1.50%2025-09-302025-11-04 ARKK ARK ETF TR3.0K shares1.10%2025-09-302025-11-04 DFIS DIMENSIONAL ETF TRUST8.3K shares0.00%2025-09-302025-11-04 DFAU DIMENSIONAL ETF TRUST5.4K shares0.06%2025-09-302025-11-04 MLPD GLOBAL X FDS3.7K sharesnew addition2025-09-302025-11-04 NCDL NUVEEN CHURCHILL DIRECT LEND16.3K shares1.02%2025-09-302025-11-04 SMH VANECK ETF TRUST674 sharesnew addition2025-09-302025-11-04 NUSC NUSHARES ETF TR4.9K shares-41.32%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available